Personal Banker

Responsibilities

• Engage clients through in-person and proactive phone conversations to uncover financial needs and provide customized wellness recommendations.
• Open personal and business accounts, including checking, small business, deposit products, home equity, and certificates of deposit.
• Attain individual activity, behavior, and outcome goals related to client acquisition and relationship deepening.
• Partner with branch teammates and line of business partners to expand client relationships and manage centers of influence.
• Ensure compliance with all operational, risk, security, and audit procedures and policies.
• Support branch operations, including assisting with client transactions on the teller line as needed.

Requirements

• High School Diploma, GED, or equivalent business experience.
• Minimum of 1 year of experience in developing customer relationships and achieving sales goals.
• Understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
• Foundational knowledge of sales and service techniques such as prospecting, networking, and tele-consulting.
• Proficiency in MS Office (Word, Excel, etc.) and digital technology literacy (mobile apps, web-based browsing).
• Demonstrated ability to influence business partners and leverage internal referral sources.

Preferred Qualifications

• Bachelor's Degree.
• Experience interacting with small business clients and overcoming objections.
• Notary License.

About the Company

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. For 200 years, Key has opened doors in our communities, providing a supportive, inclusive, and flexible work environment where clients, colleagues, and communities can thrive.